Compare · 3 funds side by side · dividends reinvested

CBTO, SCHD and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CBTO, SCHD and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Calamos ETF Trust - Calamos Bitcoin 80 Series Structured Alt Protection ETF - OctoberCrypto · Spot bitcoin0.69%0.25%−10.9%−18.4%[…][…]−20.4%10.5%$13M2.2

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−8.7%−25.1%[…][…]−45.0%44.9%$64.5B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CBTO 2025 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos Bitcoin 80 Series Structured Alt Protection ETF - October · $13M[…]

CBTO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

CBTOMeasureSCHD

−10.9%Year to dateJan 1 → Nov 5+35.3%

−18.4%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.25%Trailing 12-mo yield$25 · $291 a year on $10k2.91%

−20.4%Worst dropSmaller is better−6.9%

10.5%VolatilityLower is calmer11.5%

CBTOSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBTO vs SCHD: Top 5 Holdings

Today

CBTO

[…]in top 5

SCHD

in top 521.7%

CBTOStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CBTO vs SCHD Returns, Every Period

CalamosCBTO

−18.4%

past year

SCHDSchwab

+41.6%

past year

CBTOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Crypto vs Income: CBTO vs SCHD

YTD

CalamosCBTO

−10.9%

SCHDSchwab

+35.3%

−10.9%Year to date+35.3%

−20.4%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.5%

0.3%Yield2.9%

$13.4MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBTO, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

CBTO0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CBTO, SCHD, IBIT

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CBTO0.25%$25

IBIT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IBIT$0 − $25 = −$25

CBTO$25 − $69 = −$44

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CBTO, SCHD, IBIT

Today

[…]holdings […]

CBTOSCHDIBIT

CBTO—[…][…]

SCHD[…]—[…]

IBIT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

CBTOWorst drop−20.4%10.5% vol

SCHDWorst drop−6.9%11.5% vol

IBITWorst drop−45.0%44.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIBIT

+35.3%Year to date−8.7%

2.9%Yield0.0%

+41.6%Past year−25.1%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−8.7%

FBTCFidelity

−8.7%

−8.7%Year to date−8.7%

0.25% · $25Fee · on $10k a year0.25% · $25

$64.5BAssets$15.4B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026